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Kapitalo Investimentos’s SM Energy SM Stock Holding History

Kapitalo Investimentos’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,699
Closed -$434K – 290
2024
Q1 		$434K Buy
8,699
+4,650
+115% +$190K 0.1% 104
2023
Q4 		$157K Sell
4,049
-2,127
-34% -$82K 0.03% 325
2023
Q3 		$245K Buy
+6,176
New +$234K 0.03% 243

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Kapitalo Investimentos's SM Position: Q2 2024 in Review

Kapitalo Investimentos sold out of SM Energy (SM) in Q2 2024, closing a stake of 8,699 shares — an estimated $434K sold.

Kapitalo Investimentos first reported a position in SM in Q3 2023 and held it in 3 quarters. The position peaked at $434K in Q1 2024. 421 funds tracked by Wall St. Rank hold SM as of Q2 2024.

  • Kapitalo Investimentos reported no remaining SM Energy position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 8,699 SM Energy shares in Q2 2024, an estimated $434K.
  • Kapitalo Investimentos first reported a position in SM Energy in Q3 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's SM Energy position peaked at $434K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.